Capital Investment Advisors

On a Mission to Help 1,000,000 People Retire Sooner

As a seasoned finance professional, best-selling author, broadcaster, and teacher, Wes has done extensive research on the habits of the happiest retirees. On this podcast, Wes shares key lifestyle and money habits you can implement now to prepare for a secure future while not depriving yourself of happiness in the present. In addition to leveraging his 20+ years of knowledge as an investment advisor, Wes brings in guests, specialists and our team of financial professionals to teach you how to set and work towards your financial and lifestyle objectives.

Submit Your Financial Question for an Upcoming Episode:

Call 800-805-6301 and leave a voicemail with your financial question for a chance to be featured on an upcoming episode.

If you’re interested in being a guest on the podcast, submit your contact information and preferred topic here.

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All Episodes

Morgan Housel’s eye-opening book amplified the idea that the intersection of psychology and money is bigger and more bustling than …

Despite the continued popularity of retiring at 65, many folks are drawn to the allure of an early exit. The …

Jaspreet Singh’s parents gave him two choices: become a doctor or be a failure. Understandably, he chose medicine, but deep …

According to a National Institute on Retirement Security report, 79% of Americans agree that there is a retirement crisis. It also revealed …

We all know that older person who just seems so young. How do they pull it off? Did they hit …

According to a recent Schroders study, just 4% of current retirees say they are “living the dream,” while another 4% report …

You work hard for your money. But what if your money could work even harder for you? Brian Preston says …

Running out of money may be retirement’s most frightening concern, so it’s not surprising that people want to know how …

Chan Hellman was nearly suicidal until someone in his life gave him hope. Now, he works to spread it to …

On today’s episode, Wes welcomes Producer Mallory to the studio to tackle more questions from the hypothetical Retire Sooner conference. …

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In our Facebook Group, the theme is always happiness in retirement. Become a part of a community for those planning their retirement and who want to have meaningful and open discussions around personal experiences, places to retire, core pursuits, general investing, and more!

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